Campaign Monitor Who Should See This 2022

Lets talk Campaign Monitor Who Should See This…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Who Should See This

the technical elements of the integration software application our partnership with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more individuals have simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well pretty much everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s actually great to see yeah and a little bit of an interest going on so some people are just seeking to understand more and yeah somebody wanting to link so yeah that’s actually informative which really helps us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we must take a few moments to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mainly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail projects and measure the results automatically syncing your data in between these two effective apps implies that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company excellent thanks manager and so just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Who Should See This

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is an excellent summary of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Who Should See This

 

own time and make certain you’ve got all the learnings and before we begin the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely know our important expert business group and endless our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and ready to send email marketing projects in just a couple of minutes there are also numerous other benefits to keeping your information consistent between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and specify recipients and send an email project and view results we’ll also supply a couple of suggestions on how to check safely and lastly how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you may just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the additional actions of visiting often or working throughout multiple web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Who Should See This